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TCW Flexible Income ETF (FLXR) Institutional Ownership

$39.63 +0.08 (+0.20%)
Closing price 04:00 PM Eastern
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$39.62 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for TCW Flexible Income ETF (NYSEARCA:FLXR)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$436.78M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$13.38M
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FLXR Institutional Buying and Selling by Quarter

TCW Flexible Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025Fagan Associates Inc.242,581$9.57M1.5%N/A0.653%
8/6/2025 AE Wealth Management LLC3,236$128K0.0%+13.1%0.009%
8/6/2025 Rovin Capital UT ADV36,372$1.44M0.4%+6.8%0.098%
8/5/2025 Beckerman Institutional LLC96,235$3.80M2.5%+88.2%0.259%
8/5/2025 Tsfg LLC100,550$3.97M0.7%N/A0.271%
8/4/2025 Bridgewealth Advisory Group LLC16,173$638K0.2%+48.0%0.044%
8/4/2025 Mesirow Financial Investment Management Inc.41,724$1.65M0.0%+183.3%0.112%
8/4/2025 Atria Investments Inc7,140$282K0.0%N/A0.019%
8/1/2025 Brookwood Investment Group LLC151,115$5.96M1.0%N/A0.410%
8/1/2025 Pasadena Private Wealth LLC275,976$10.89M1.9%+21.0%0.748%
8/1/2025 Envestnet Asset Management Inc.1,044,858$41.22M0.0%+15.6%2.833%
7/31/2025 Leelyn Smith LLC62,815$2.48M0.4%-1.6%0.170%
7/31/2025 3EDGE Asset Management LP139,441$5.50M0.3%+1.4%0.378%
7/31/2025 CAP Partners LLC19,881$784K0.5%+7.0%0.054%
7/30/2025 KPP Advisory Services LLC36,184$1.43M0.2%N/A0.099%
7/28/2025 WJ Wealth Management LLC226,595$8.94M2.8%+52.0%0.620%
7/28/2025 Lunt Capital Management Inc.123,749$4.88M1.9%N/A0.338%
7/28/2025 Axxcess Wealth Management LLC22,446$885K0.0%N/A0.061%
7/25/2025 Envestnet Portfolio Solutions Inc.89,321$3.52M0.0%+10.2%0.245%
7/25/2025 Concord Asset Management LLC VA15,846$625K0.1%N/A0.043%
7/25/2025 CWM LLC60,601$2.39M0.0%N/A0.166%
7/25/2025 Concurrent Investment Advisors LLC6,810$269K0.0%N/A0.019%
7/25/2025 Apollon Financial LLC24,535$968K0.2%+328.9%0.067%
7/24/2025 Etesian Wealth Advisors Inc.10,125$399K0.1%N/A0.028%
7/24/2025 Weaver Capital Management LLC410,194$16.18M4.0%+6.4%1.130%
7/23/2025 Tectonic Advisors LLC564,993$22.29M1.3%+8.3%1.557%
7/23/2025 Peak Financial Management Inc.124,526$4.91M1.4%N/A0.343%
7/23/2025 Morton Capital Management LLC CA1,373,849$54.20M9.6%+5.4%3.786%
7/23/2025 Bellevue Asset Management LLC102,568$4.05M2.0%N/A0.283%
7/18/2025 First Pacific Financial1,881,546$74.23M10.9%N/A5.195%
7/14/2025 Park Avenue Securities LLC8,950$353K0.0%N/A0.025%
7/11/2025 Silver Oak Securities Incorporated45,946$1.81M0.1%N/A0.132%
7/10/2025 Exchange Traded Concepts LLC482,101$19.02M0.2%-7.7%1.382%
7/10/2025 Wealth Enhancement Advisory Services LLC26,846$1.06M0.0%-6.6%0.077%
7/8/2025 Parallel Advisors LLC7,186$283K0.0%N/A0.021%
7/7/2025 Peak Financial Advisors LLC547,259$21.59M11.1%+267.3%1.600%
5/19/2025Jane Street Group LLC43,800$1.72M0.0%+25.5%0.000%
5/15/2025Royal Bank of Canada8,123$318K0.0%-71.3%0.000%
5/15/2025Baird Financial Group Inc.42,937$1.68M0.0%N/A0.000%
5/14/2025Napa Wealth Management20,493$803K0.5%-3.5%0.000%
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5/13/2025Francis Financial Inc.459,505$18.00M4.4%N/A0.000%
5/13/2025 Bridgewealth Advisory Group LLC10,925$428K0.6%+54.0%0.000%
5/12/2025 Cooper Financial Group12,800$501K0.1%+10.1%0.000%
5/9/2025Cary Street Partners Investment Advisory LLC4,232$166K0.1%N/A0.000%
5/9/2025Cary Street Partners Financial LLC1,147,345$44.94M1.4%+33.5%0.000%
5/9/2025Thoroughbred Financial Services LLC12,909$505K0.0%-6.4%0.000%
5/9/2025Argent Trust Co27,203$1.07M0.0%N/A0.000%
5/9/2025PNC Financial Services Group Inc.1,367$54K0.0%+125.2%0.000%
5/8/2025 Pasadena Private Wealth LLC228,152$8.94M1.7%+1.8%0.000%
5/8/2025 CAP Partners LLC18,581$728K0.5%+17.9%0.000%
5/8/2025Tandem Financial LLC44,007$1.72M1.9%+6.7%0.000%
5/8/2025 Mesirow Financial Investment Management Inc.14,728$577K0.0%N/A0.000%
5/8/2025 Arkadios Wealth Advisors15,641$613K0.0%-2.2%0.000%
5/7/2025Frontier Asset Management LLC52,672$2.06M0.6%+150.4%0.000%
5/7/2025LPL Financial LLC1,053,856$41.28M0.0%+78.8%0.000%
5/7/2025BlueStem Wealth Partners LLC316,303$12.39M1.7%N/A0.000%
5/7/2025 White & Co Financial Planning Inc219,574$8.59M7.4%+3.1%0.000%
5/6/2025Cetera Investment Advisers34,093$1.34M0.0%+1.8%0.000%
5/6/2025 AE Wealth Management LLC2,860$112K0.0%N/A0.000%
5/5/2025 Beckerman Institutional LLC51,127$2.00M1.5%N/A0.000%
5/5/2025Hollencrest Capital Management2,560$100K0.0%+100.0%0.000%
5/2/2025 Concord Wealth Partners13,055$511K0.1%N/A0.000%
5/2/2025 Litman Gregory Wealth Management LLC5,230$205K0.0%-18.3%0.000%
5/2/2025 Tectonic Advisors LLC521,822$20.44M1.3%+5.0%0.000%
5/2/2025 Apollon Financial LLC5,720$224K0.1%N/A0.000%
5/2/2025 Leelyn Smith LLC63,819$2.50M0.4%-2.1%0.000%
5/1/2025 3EDGE Asset Management LP137,472$5.39M0.4%+127.6%0.000%
4/30/2025M&T Bank Corp1,298,264$50.85M0.2%+17.1%0.000%
4/29/2025 Envestnet Asset Management Inc.903,751$35.40M0.0%+103.4%0.000%
4/28/2025 Rovin Capital UT ADV34,055$1.33M0.4%N/A0.000%
4/25/2025 WJ Wealth Management LLC149,036$5.84M2.1%N/A0.000%
4/23/2025 Oppenheimer & Co. Inc.25,221$988K0.0%+139.6%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.135,511$5.31M0.0%+22.9%0.000%
4/22/2025 Weaver Capital Management LLC385,644$15.11M4.0%+218.6%0.000%
4/21/2025 Envestnet Portfolio Solutions Inc.81,080$3.18M0.0%+23.4%0.000%
4/17/2025 Morton Capital Management LLC CA1,303,569$51.06M9.9%+5.1%0.000%
4/17/2025 Exchange Traded Concepts LLC522,304$20.46M0.4%-16.8%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC28,741$1.13M0.0%N/A0.000%
4/10/2025 Peak Financial Advisors LLC148,996$5.84M3.0%N/A0.000%
2/20/2025 Michels Family Financial LLC7,778$301K0.3%N/A0.000%
2/17/2025Napa Wealth Management21,236$821K0.4%N/A0.000%
2/17/2025Cetera Investment Advisers33,490$1.30M0.0%-44.9%0.000%
2/17/2025Captrust Financial Advisors3,753,977$145.20M0.4%+6.4%0.000%
2/17/2025Cary Street Partners Financial LLC859,520$33.25M1.1%N/A0.000%
2/17/2025Bank of America Corp DE58,048$2.25M0.0%N/A0.000%
2/14/2025Jane Street Group LLC34,900$1.35M0.0%N/A0.000%
2/14/2025 Bridgewealth Advisory Group LLC7,095$275K0.1%N/A0.000%
2/14/2025Stifel Financial Corp18,291$707K0.0%+7.0%0.000%
2/13/2025Mariner LLC17,472$676K0.0%N/A0.000%
2/13/2025Advisory Services Network LLC19,990$773K0.0%-1.9%0.000%
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2/13/2025 Envestnet Asset Management Inc.444,225$17.18M0.0%+49.8%0.000%
2/12/2025Thoroughbred Financial Services LLC13,794$533K0.0%+18.5%0.000%
2/12/2025JPMorgan Chase & Co.2,597$100K0.0%-96.5%0.000%
2/12/2025Ariadne Wealth Management LP37,389$1.45M0.7%N/A0.000%
2/11/2025LPL Financial LLC589,359$22.80M0.0%+104.9%0.000%
2/10/2025 Leelyn Smith LLC65,177$2.52M0.4%N/A0.000%
2/10/2025 Envestnet Portfolio Solutions Inc.65,728$2.54M0.0%+18.1%0.000%
2/10/2025 Commonwealth Equity Services LLC19,053$737K0.0%+85.6%0.000%
2/10/2025Hollencrest Capital Management1,280$50K0.0%N/A0.000%
2/7/2025Frontier Asset Management LLC21,032$814K0.3%-48.8%0.000%
(Data available from 1/1/2016 forward)

FLXR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLXR shares?

During the previous two years, 82 institutional investors and hedge funds held shares of TCW Flexible Income ETF. The most heavily invested institutionals were Captrust Financial Advisors ($145.20M), First Pacific Financial ($74.23M), Morton Capital Management LLC CA ($54.20M), M&T Bank Corp ($50.85M), Cary Street Partners Financial LLC ($44.94M), LPL Financial LLC ($41.28M), and Envestnet Asset Management Inc. ($41.22M).Learn more on TCW Flexible Income ETF's institutional investors.

Which institutional investors have been buying TCW Flexible Income ETF's stock?

Of the 79 institutional investors that purchased TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Pacific Financial ($1.88M), Envestnet Asset Management Inc. ($1.60M), Cary Street Partners Financial LLC ($1.15M), LPL Financial LLC ($766.21K), Francis Financial Inc. ($757.60K), Exchange Traded Concepts LLC ($627.76K), and Peak Financial Advisors LLC ($547.26K).

How much institutional buying is happening at TCW Flexible Income ETF?

Institutional investors have bought a total of 11,451,101 shares in the last 24 months. This purchase volume represents approximately $448.58M in transactions.

Which of TCW Flexible Income ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Exchange Traded Concepts LLC ($145.65K), JPMorgan Chase & Co. ($72.02K), M&T Bank Corp ($48.54K), Cetera Investment Advisers ($27.27K), Royal Bank of Canada ($20.18K), Frontier Asset Management LLC ($20.07K), and Litman Gregory Wealth Management LLC ($2.63K).

How much institutional selling is happening at TCW Flexible Income ETF?

Institutional investors have sold a total of 343,488 shares in the last 24 months. This volume of shares sold represents approximately $13.38M in transactions.


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This page (NYSEARCA:FLXR) was last updated on 8/8/2025 by MarketBeat.com Staff
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